Latest Institutional Purchases of Ishares Russell 2000 ETF (IWM)
This list provides information on the latest institutional transactions involving Ishares Russell 2000 ETF (IWM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
444+ 9.14% |
$85.6K - $93K
|
5.3K
$1.2M
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
440+ 2.4% |
$84.8K - $92.2K
|
18.8K
$4.24M
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
436+ 1.2% |
$84.1K - $91.3K
|
36.7K
$8.27M
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
434+ 2.83% |
$83.7K - $90.9K
|
15.8K
$3.56M
|
|
Aug 12, 2024
Q2 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
434+ 4340.0% |
$83.7K - $90.9K
|
444
$100K
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
429+ 56.82% |
$82.7K - $89.8K
|
1.18K
$267K
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
425+ 16.26% |
$82K - $89K
|
3.04K
$686K
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
420+ 1.23% |
$81K - $88K
|
34.6K
$7.8M
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
419+ 21.07% |
$80.8K - $87.8K
|
2.41K
$543K
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
418+ 1.23% |
$80.6K - $87.5K
|
34.4K
$7.75M
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
415+ 6.62% |
$80K - $86.9K
|
6.69K
$1.51M
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
415+ 20.52% |
$80K - $86.9K
|
2.44K
$550K
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
411+ 14.81% |
$79.3K - $86.1K
|
3.19K
$719K
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
408+ 11.67% |
$78.7K - $85.5K
|
3.9K
$881K
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
407+ 140.34% |
$78.5K - $85.2K
|
697
$157K
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
406+ 11.24% |
$78.3K - $85K
|
4.02K
$907K
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
402+ 1.41% |
$77.5K - $84.2K
|
29K
$6.54M
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
400+ 93.02% |
$77.1K - $83.8K
|
830
$187K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
396New |
$76.4K - $82.9K
|
396
$89.4K
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
394+ 3.61% |
$76K - $82.5K
|
11.3K
$2.55M
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
392+ 6.84% |
$75.6K - $82.1K
|
6.12K
$1.38M
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
381+ 25.02% |
$73.5K - $79.8K
|
1.9K
$430K
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
378+ 22.24% |
$72.9K - $79.2K
|
2.08K
$469K
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
369+ 1.35% |
$71.2K - $77.3K
|
27.7K
$6.25M
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
366+ 1.5% |
$70.6K - $76.7K
|
24.8K
$5.59M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
359+ 60.44% |
$69.2K - $75.2K
|
953
$215K
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
358+ 13.36% |
$69K - $75K
|
3.04K
$685K
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
351+ 7.79% |
$67.7K - $73.5K
|
4.86K
$1.1M
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
350New |
$67.5K - $73.3K
|
350
$79K
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
346+ 1.39% |
$66.7K - $72.5K
|
25.2K
$5.69M
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
340+ 9.59% |
$65.6K - $71.2K
|
3.88K
$876K
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
339+ 23.24% |
$65.4K - $71K
|
1.8K
$406K
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
330New |
$63.6K - $69.1K
|
330
$74.5K
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
330+ 8.64% |
$63.6K - $69.1K
|
4.15K
$936K
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
326+ 4.94% |
$62.9K - $68.3K
|
6.93K
$1.56M
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
326+ 24.64% |
$62.9K - $68.3K
|
1.65K
$372K
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
319+ 4.07% |
$61.5K - $66.8K
|
8.16K
$1.84M
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
318+ 5.11% |
$61.3K - $66.6K
|
6.55K
$1.48M
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
307+ 15.66% |
$59.2K - $64.3K
|
2.27K
$512K
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
BUY
|
- |
307+ 16.22% |
$59.2K - $64.3K
|
2.2K
$496K
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
302+ 5.25% |
$58.2K - $63.3K
|
6.05K
$1.37M
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
302+ 4.7% |
$58.2K - $63.3K
|
6.73K
$1.52M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
300+ 5.48% |
$57.9K - $62.8K
|
5.77K
$1.3M
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
300+ 8.88% |
$57.9K - $62.8K
|
3.68K
$830K
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
300+ 17.8% |
$57.9K - $62.8K
|
1.99K
$448K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
300+ 300.0% |
$57.9K - $62.8K
|
400
$90.3K
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
292+ 4.7% |
$56.3K - $61.2K
|
6.5K
$1.47M
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
291+ 6.47% |
$56.1K - $60.9K
|
4.79K
$1.08M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
285+ 57.58% |
$55K - $59.7K
|
780
$176K
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
283+ 88.71% |
$54.6K - $59.3K
|
602
$136K
|